Berman Capital Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $27.4M | Buy |
115,865
+2,837
| +3% | +$672K | 4.32% | 3 |
|
|
2021
Q2 | $26.8M | Buy |
113,028
+1,818
| +2% | +$431K | 4.27% | 4 |
|
|
2021
Q1 | $24.6M | Buy |
111,210
+6,301
| +6% | +$1.39M | 5.14% | 3 |
|
|
2020
Q4 | $21.7M | Sell |
104,909
-7,270
| -6% | -$1.5M | 5.19% | 4 |
|
|
2020
Q3 | $19.8M | Buy |
112,179
+1,516
| +1% | +$267K | 5.61% | 4 |
|
|
2020
Q2 | $18.1M | Sell |
110,663
-10,406
| -9% | -$1.71M | 4.76% | 6 |
|
|
2020
Q1 | $15.9M | Buy |
121,069
+11,621
| +11% | +$1.53M | 5.14% | 5 |
|
|
2019
Q4 | $19.5M | Sell |
109,448
-2,956
| -3% | -$527K | 5.62% | 4 |
|
|
2019
Q3 | $18.8M | Buy |
112,404
+365
| +0.3% | +$61.2K | 5.87% | 3 |
|
|
2019
Q2 | $18.8M | Sell |
112,039
-4,930
| -4% | -$825K | 5.97% | 3 |
|
|
2019
Q1 | $18.8M | Sell |
116,969
-5,711
| -5% | -$918K | 6.29% | 3 |
|
|
2018
Q4 | $17M | Buy |
122,680
+2,876
| +2% | +$397K | 6.65% | 4 |
|
|
2018
Q3 | $19.7M | Sell |
119,804
-15,235
| -11% | -$2.5M | 8.28% | 4 |
|
|
2018
Q2 | $21.3M | Buy |
135,039
+7,751
| +6% | +$1.22M | 7.41% | 4 |
|
|
2018
Q1 | $19.6M | Sell |
127,288
-2,579
| -2% | -$398K | 7.48% | 3 |
|
|
2017
Q4 | $20.1M | Buy |
+129,867
| New | +$20.1M | 6.65% | 4 |
|